The ETF that fits in today's uncertain world

SPGP: Invesco S&P 500 GARP ETF

The goal of this ETF is to invest for upside potential in bull market and limit drawdown in bear market. 10 year annual return is round 14%. Expense ratio is 0.37% which is relatively high

But the good part of this ETF is that, it invests 25% in tech, 24% in energy, 11% in basic materials, 15% in fiance and consumer cyclicals. 

If future inflation is high, its enery/basic materials will do well. If future inflation is low, its tech and consumer cyclicals will do well. 

 So it is a very well balanced approach to today's market for senior people. :-) Even dividend yield is only 1.37%.

Morning start rating is 4 stars. Very decent ETF. 

If you like safety in energy plays and want some exposure to tech sectors, this ETF is your guy. haha...

 

 

所有跟帖： 

• 很好的推薦， 謝謝 -好心態- ♀ (0 bytes) () 06/15/2024 postreply 09:03:32

• Growth at a reasonable price. 75 stocks based on growth, -小河下- ♀ (122 bytes) () 06/15/2024 postreply 10:46:23

• 哪裏能看到它所持的股票？ -start2020- ♀ (0 bytes) () 06/15/2024 postreply 12:57:57

• Invesco的ETF，鏈接在這裏 -小河下- ♀ (218 bytes) () 06/15/2024 postreply 13:17:59